Semiconductor sector briefings

NVIDIA and Samsung Announce AI Factory Collaboration for Chip Manufacturing

NVIDIA said it plans to work with Samsung on an AI factory for semiconductor manufacturing. The public disclosure is limited, and the collaboration points to the use of AI in production operations and advanced chip manufacturing.

Guidances Staff · Updated June 14, 2026

Research on Nvidia Blackwell GPUs Reports FP4 Training Results as Llama Model Families Enter Quantization Research

A recent research paper reports FP4 precision training results using Nvidia Blackwell GPUs. Foundational model families including Llama 2 and Llama 3 are cited within the broader FP4 quantization context, reflecting continued academic and industry interest in ultra-low-precision inference and training feasibility.

Guidances Staff · Updated June 12, 2026

NVIDIA Reports Up to 73% Faster JAX Model Training on Blackwell GPUs Using NVFP4 Format

NVIDIA announced that its new NVFP4 numerical format on Blackwell architecture GPUs delivers up to 73% faster training for large language models using the JAX framework, compared with the FP8 baseline. The company reported maintaining similar training loss curves over 10,000 pretraining steps when training Llama 3 8B using the MaxText recipe.